Jim Poe & Associates, Inc.
Jim Poe & Associates, Inc. (CRD# 140232) is a financial advisory firm headquartered in Fort Worth, TX. They manage $90,957,362 in 593 accounts and serve the financial needs of clients across 4 states (or territories).
Total Assets Under Management91MILLION
Total Number of Accounts593ACCOUNTS
Average Account Value$153,385
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
GA, LA, MN, TX
Richard Maples (CRD# 6465879) is an Investment Advisor Representative working at Jim Poe & Associates, Inc. in Fort Worth, TX and has 1 year of experience in the finance industry.